MCDONALD PARTNERS LLC
CIK 1331074 · Holdings on Dec 31, 2024 · First reported Jan 31, 2025
Top ten holdings
Q4 2024- AAPL5.01%
- MSFT4.95%
- ETN3.30%
- JPM2.38%
- BRK.B2.24%
- NVDA1.49%
- VOO1.44%
- RTX1.42%
- AMGN1.42%
- AMZN1.40%
Share classes counted separately25.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +0.40 pp4.61% → 5.01%Shares -831 (-1.05%)
- JPMWeight increased · +0.31 pp2.07% → 2.38%Shares -361 (-0.92%)
- AVGOWeight increased · +0.31 pp0.94% → 1.25%Shares -765 (-3.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $19.61M | 5.01% | 78.30K shares | 4.61% → 5.01%+0.40 pp -831 (-1.05%) | Reduced | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $19.37M | 4.95% | 45.95K shares | 5.08% → 4.95%-0.13 pp -1.24K (-2.62%) | Reduced | ↗▾ |
| 03 | ETNEATON CORP PLCSHS View history and evidence | $12.92M | 3.30% | 38.93K shares | 3.37% → 3.30%-0.07 pp -1.67K (-4.11%) | Reduced | ↗▾ |
| 04 | JPMJPMORGAN CHASE & CO View history and evidence | $9.32M | 2.38% | 38.88K shares | 2.07% → 2.38%+0.31 pp -361 (-0.92%) | Reduced | ↗▾ |
| 05 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $8.77M | 2.24% | 19.35K shares | 2.23% → 2.24%+0.01 pp -45 (-0.23%) | Reduced | ↗▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $5.84M | 1.49% | 43.48K shares | 1.39% → 1.49%+0.10 pp -2.21K (-4.84%) | Reduced | ↗▾ |
| 07 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $5.63M | 1.44% | 10.44K shares | 1.38% → 1.44%+0.06 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | RTXRTX CORP View history and evidence | $5.56M | 1.42% | 48.06K shares | 1.63% → 1.42%-0.21 pp -5.57K (-10.38%) | Reduced | ↗▾ |
| 09 | AMGNAMGEN INC View history and evidence | $5.54M | 1.42% | 21.27K shares | 1.68% → 1.42%-0.26 pp +464 (+2.23%) | Added | ↗▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $5.47M | 1.40% | 24.95K shares | 1.17% → 1.40%+0.23 pp -57 (-0.23%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SAR SARATOGA INVESTMENT CORP | Non-derivative | -20,264 | -$469.93K | SEC filing ↗ | SEC filing ↗ |
| MS MORGAN STANLEY | Non-derivative | -4,132 | -$430.81K | SEC filing ↗ | SEC filing ↗ |
| ELAN ELANCO ANIMAL HEALTH INC | Non-derivative | -18,700 | -$274.70K | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1331074 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 31, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 391280475
}Research all 239 reported holdings.
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